iShares Expanded Tech SectorIGMETF
13F holders, Q1 2026 (March 31)510holders −2
46new positions
47sold out
3famous investors
$122.75avg. 13F price*
At the end of Q1 2026, 510 institutions reported holding iShares Expanded Tech Sector (IGM) in their 13F filings, down 2 from Q4 2025. 46 opened new positions and 47 sold out. The largest holders were Bank of America Corp. ($397.3M), Equitable Holdings, Inc. ($276.6M) and Morgan Stanley ($276.5M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Expanded Tech Sector
- CUSIP
- 464287549
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $92.2M |
| Exits | 47 | $28.0M |
All 13F filers, Q4 2025 → Q1 2026: 1,576,333 shares bought and 5,050,293 shares sold, net −3,473,960 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 510 holders
| Bank of America Corp. | 0.03% | Reduce -11.5% | 3,352,800 | $397.3M |
| Equitable Holdings, Inc. | 1.78% | Reduce -33.1% | 1,077,783 | $276.6M |
| Morgan Stanley | 0.02% | Reduce -2.4% | 2,332,770 | $276.5M |
| Signature Estate & Investment Advisors LLC | 4.46% | Add +0.6% | 1,858,032 | $220.2M |
| Envestnet Asset Management Inc. | 0.06% | Add +6.2% | 1,781,026 | $211.1M |
| Raymond James Financial Inc. | 0.06% | Reduce -1.2% | 1,752,373 | $207.7M |
| LPL Financial LLC | 0.05% | Reduce -0.3% | 1,449,301 | $171.8M |
| Royal Bank of Canada | 0.03% | Reduce -2.9% | 1,234,791 | $146.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -51.5% | 1,236,061 | $140.1M |
| Truist Financial Corp. | 0.16% | Reduce -0.6% | 1,019,059 | $120.8M |
| Janney Montgomery Scott LLC | 0.29% | Reduce -3.6% | 998,105 | $118.3M |
| Cerity Partners LLC | 0.16% | Add +1.0% | 952,453 | $112.9M |
| WestEnd Advisors, LLC | 2.39% | Add +1.5% | 836,049 | $99.1M |
| Steward Partners Investment Advisory, LLC | 0.49% | Add +3.5% | 811,567 | $96.2M |
| Destination Wealth Management | 1.91% | Reduce -0.7% | 620,654 | $73.6M |
| UBS Group AG | 0.01% | Add +10.0% | 564,285 | $66.9M |
| Gray Foundation | 16.70% | No change | 559,116 | $66.3M |
| Ameriprise Financial Inc. | 0.02% | Reduce -28.6% | 546,560 | $64.8M |
| Commonwealth Equity Services, LLC | 0.08% | Add +1.5% | 491,737 | $58.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.16% | Add +82.0% | 482,300 | $57.2M |
| Wells Fargo & Company | 0.01% | Reduce -9.7% | 383,285 | $45.4M |
| PGIM Custom Harvest LLC | 0.68% | Reduce -0.8% | 368,785 | $43.7M |
| Portfolio Strategies, Inc. | 5.04% | Reduce -1.7% | 345,165 | $40.9M |
| FIL Ltd | 0.03% | New | 335,739 | $39.8M |
| Victory Capital Management Inc. | 0.02% | Add +1.0% | 291,804 | $34.6M |
| Stifel Financial Corp. | 0.03% | Add +2.6% | 288,020 | $34.1M |
| Legacy Financial Strategies, LLC | 5.48% | Add +0.5% | 256,060 | $30.3M |
| Allworth Financial LP | 0.11% | Reduce -0.7% | 232,471 | $27.6M |
| Lido Advisors, LLC | 0.11% | Reduce -2.5% | 229,472 | $27.2M |
| Osaic Holdings, Inc. | 0.04% | Add +3.3% | 217,525 | $25.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -6.1% | 189,559 | $22.5M |
| Focus Partners Wealth | 0.02% | Reduce -8.7% | 145,779 | $18.4M |
| Cetera Investment Advisers | 0.02% | Reduce -21.9% | 151,371 | $17.9M |
| Bailard, Inc. | 0.37% | Add +4.4% | 135,740 | $16.1M |
| Mariner, LLC | 0.02% | Reduce -1.7% | 130,314 | $15.4M |
| White Lighthouse Investment Management Inc. | 2.03% | Add +8.3% | 123,424 | $14.6M |
| Mathes Company, Inc. | 5.36% | Reduce -0.1% | 123,235 | $14.6M |
| Assetmark, Inc. | 0.03% | Add +16.9% | 123,203 | $14.6M |
| MML Investors Services, LLC | 0.04% | Reduce -11.1% | 122,883 | $14.6M |
| HB Wealth Management, LLC | 0.09% | Reduce -20.4% | 115,929 | $13.7M |
| Cibc World Market Inc. | 0.02% | Reduce -1.5% | 112,335 | $13.3M |
| Shira Ridge Wealth Management | 5.24% | Add +24.1% | 111,809 | $13.3M |
| Wellington Management Group LLP | 0.00% | Reduce -69.7% | 106,970 | $12.7M |
| Sanctuary Advisors, LLC | 0.07% | Add +9.6% | 105,011 | $12.4M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -22.1% | 104,043 | $12.3M |
| Decker Wealth Management LLC | 2.79% | Reduce -4.0% | 103,870 | $12.3M |
| Corient Private Wealth LP | 0.02% | Reduce -2.2% | 103,327 | $12.2M |
| Sagespring Wealth Partners, LLC | 0.22% | Reduce -7.2% | 103,231 | $12.2M |
| Dynamic Wealth Strategies, LLC | 6.97% | Add +2.6% | 101,716 | $12.1M |
| Apollon Wealth Management, LLC | 0.19% | Reduce -0.8% | 100,966 | $12.0M |
| GM Advisory Group, LLC | 0.46% | Reduce -0.6% | 99,698 | $11.8M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -3.7% | 98,967 | $11.7M |
| Independent Advisor Alliance | 0.11% | New | 89,590 | $10.6M |
| Fairscale Capital, LLC | 7.09% | Add +2.1% | 86,499 | $10.3M |
| &partners | 0.05% | Reduce -4.3% | 86,242 | $10.2M |
| Prostatis Group LLC | 2.59% | Add +0.2% | 85,272 | $10.1M |
| Baker Avenue Asset Management, LP | 0.20% | Add +0.1% | 74,876 | $8.9M |
| Rockefeller Capital Management L.P. | 0.02% | Add +3.3% | 72,169 | $8.6M |
| VMS Asset Management Limited | 5.14% | New | 71,020 | $8.4M |
| Focus Partners Advisor Solutions, LLC | 0.08% | Add +651.7% | 69,263 | $8.2M |
| WealthBridge Capital Management, LLC | 1.85% | Add +0.4% | 67,815 | $8.0M |
| Two Sigma Investments, LP | 0.01% | New | 67,500 | $8.0M |
| Meridian Wealth Management, LLC | 0.27% | Reduce -0.1% | 64,135 | $7.6M |
| Cwm, LLC | 0.02% | Reduce -1.0% | 63,922 | $7.6M |
| Deutsche Bank AG | 0.00% | Reduce -11.6% | 63,233 | $7.5M |
| Jones Financial Companies LLLP | 0.00% | Add +15.6% | 62,462 | $7.2M |
| Integrity Investment Advisors, LLC | 3.85% | Add +7.0% | 59,956 | $7.1M |
| Scotia Capital Inc. | 0.03% | Reduce -4.2% | 59,566 | $7.1M |
| US Bancorp \de | 0.01% | Add +12.4% | 58,401 | $6.9M |
| Graves Light Lenhart Wealth, Inc. | 0.69% | No change | 55,973 | $6.6M |
| Asset Management Group, Inc. | 1.06% | Reduce -2.5% | 55,542 | $6.6M |
| Midland Wealth Advisors, LLC | 0.32% | Add +0.1% | 53,017 | $6.3M |
| Aft, Forsyth & Company, Inc. | 2.93% | Reduce -1.1% | 52,508 | $6.2M |
| Private Advisor Group, LLC | 0.03% | Reduce -4.3% | 52,317 | $6.2M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +13.7% | 50,163 | $5.9M |
| Trilogy Capital Inc. | 0.26% | Reduce -2.0% | 49,069 | $5.8M |
| KKM Financial LLC | 0.99% | No change | 42,967 | $5.5M |
| NewEdge Advisors, LLC | 0.02% | Reduce -19.2% | 44,959 | $5.3M |
| First Trust Advisors LP | 0.00% | Reduce -16.6% | 43,813 | $5.2M |
| Acima Private Wealth, LLC | 1.63% | Reduce -14.6% | 43,740 | $5.2M |
| Cadent Capital Advisors, LLC | 1.37% | New | 43,592 | $5.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -10.4% | 42,273 | $5.0M |
| FMR LLC | 0.00% | Add +4.3% | 41,548 | $4.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.8% | 41,080 | $4.9M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -15.5% | 40,633 | $4.8M |
| DAVENPORT & Co LLC | 0.03% | Add +16.5% | 40,406 | $4.8M |
| Creative Planning | 0.00% | Add +5.0% | 40,086 | $4.8M |
| Paragon Advisors, LLC | 1.21% | Reduce -1.6% | 37,969 | $4.5M |
| Quantinno Capital Management LP | 0.01% | Add +5.8% | 37,659 | $4.5M |
| Advisory Services Network, LLC | 0.06% | Reduce -22.2% | 36,629 | $4.3M |
| Milestone Investment Advisors LLC | 1.04% | Add +0.4% | 36,273 | $4.3M |
| Meridian Investment Counsel Inc. | 0.99% | Reduce -0.8% | 35,257 | $4.2M |
| Campion Asset Management | 2.72% | Add +2.1% | 33,862 | $4.0M |
| Traphagen Investment Advisors LLC | 0.32% | Reduce -0.4% | 33,422 | $4.0M |
| Citadel Advisors | 0.00% | Add +123.5% | 31,821 | $3.8M |
| Alliancebernstein L.P. | 0.00% | Add +91.0% | 28,049 | $3.6M |
| Journey Beyond Wealth, LLC | 3.04% | Add +9.4% | 29,826 | $3.5M |
| Interactive Financial Advisors, Inc. | 2.30% | Add +1.4% | 29,609 | $3.5M |
| Jane Street Group, LLC | 0.00% | New | 29,175 | $3.5M |
| Sheets Smith Wealth Management | 0.38% | Reduce -2.9% | 28,312 | $3.4M |
"% of holder's portfolio" is IGM's weight in each manager's 13F, not the share of iShares Expanded Tech Sector the manager owns.